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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund

33 hedge funds and large institutions have $40.4M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

79.56% more ownership

Funds ownership: 0%79.56% (+80%)

72% more capital invested

Capital invested by funds: $23.4M → $40.4M (+$17M)

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

22% more funds holding

Funds holding: 2733 (+6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
7
Reduced
5
Closed
10
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
-$210K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.2M +$2.78M +163,456 +32%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.06M +$5.7M +334,506 New
ERSOT
3
Employees Retirement System of Texas
Texas
$4.31M
CCA
4
Clearwater Capital Advisors
Illinois
$2.31M +$237K +13,904 +12%
Bank of America
5
Bank of America
North Carolina
$2.09M -$430K -25,246 -18%
SB
6
Suntrust Banks
Georgia
$1.91M +$1.79M +105,396 New
AIP
7
Almanack Investment Partners
Pennsylvania
$1.87M +$1.76M +103,244 New
CCMG
8
Clark Capital Management Group
Pennsylvania
$1.76M +$1.66M +97,450 New
B
9
Bellecapital
Switzerland
$1.48M +$33K +1,940 +2%
Citadel Advisors
10
Citadel Advisors
Florida
$1.23M +$1.16M +68,080 New
JIC
11
Johnson Investment Counsel
Ohio
$1.05M
Wells Fargo
12
Wells Fargo
California
$916K +$247K +14,480 +40%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$728K +$684K +40,194 New
LPL Financial
14
LPL Financial
California
$565K +$523K +30,740 New
UBS Group
15
UBS Group
Switzerland
$480K -$259K -15,200 -36%
RJA
16
Raymond James & Associates
Florida
$457K -$11.4K -668 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$276K +$258K +15,168 New
ICOA
18
Investment Centers of America
North Dakota
$228K +$215K +12,608 New
RGC
19
Roberts, Glore & Co
Illinois
$207K +$195K +11,450 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$80K +$60.3K +3,540 +407%
HIIFS
21
Harel Insurance Investments & Financial Services
Israel
$52K +$16.3K +956 +50%
IA
22
IFP Advisors
Florida
$33K +$13.6K +800 +80%
Creative Planning
23
Creative Planning
Kansas
$26K -$12.7K -744 -34%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$18K
BWM
25
Baystate Wealth Management
Massachusetts
$15K +$13.4K +788 New

OPPJ Hedge Fund Activity: Q4 2016 in Review

33 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q4 2016, worth a combined $40.4M — up 72% from $23.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OPPJ positions and 10 closed out — a net gain of 6 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $5.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.69M sold.

  • 33 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q4 2016, up from 27 in Q3 2016.
  • Funds reported $40.4M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q4 2016, up 72% quarter-over-quarter.
  • 16 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q4 2016 and 10 closed out, a net change of +6 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q4 2016 was Fidelity Investments, an estimated $5.7M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q4 2016 was Susquehanna International Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2016.